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Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?


To: jim kelley who wrote (150893)1/10/2000 12:12:00 PM
From: edamo  Read Replies (1) | Respond to of 176387
 
jim re: "integrity"

i've never questioned dell the "company"....see no reason to disbelieve the day to day operations. my concern is dell the "share price". it is obvious that for the past year, dell the "management" has not been able to soothe the fears of investors, with a forward vision of the reinvention of dell the "boxmaker" to dell the "solutions provider". if the capability exists, why not bring the "vision" forward.

all that has come out of dell since the 2/17/99 debacle is growing market share and china with a product that most believe(wrongfully so)is diminishing in value.

what are your thoughts on the consumer strategy of dell...seems the webster has been under promoted in the biggest of consumer sales periods.

your comments always appreciated...ed a.



To: jim kelley who wrote (150893)1/10/2000 1:07:00 PM
From: kemble s. matter  Respond to of 176387
 
Jim,
Hi!!

RE: This uncertainty will probably be resolved by INTC quarterly report due out this week.

Thanks Jim...Excellent analysis and hopefully we get the end of this "game" with that report...

Best, Kemble